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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,858 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,597 | $49,451-62.4% | $79,576-76.6% | $66,930-72.2% |
| Participation rate | 75.8% | 61.3%+14.5pp | 69.5%+6.3pp | 69.8%+6.0pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.15%-0.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $810 | $1,266-36.0% | $2,413-66.4% | $2,545-68.2% |
| Participant deferral / active EE | $1,177 | $3,159-62.8% | $3,985-70.5% | $4,238-72.2% |
| Admin fee / account holder | $87 | $595-85.3% | $6,834-98.7% | $593-85.3% |